Generating A Template From A Proposal

If you are editing a proposal and decide that you want to save the proposal as it's own template for future reuse, go to the save button, then click on the down arrow.

You'll see an option to "Save as template". Click that.

Then give the template a name. After clicking save, go to your templates section from the main menu and you'll see the proposal has been saved as a template.

See how to duplicate a proposal or template or Select and Customize Templates In Proposify


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